heyoliverQ: Muliple invoice templates from multiple entities
Hi John
First impressive answering of questions and even adding the roadmap link to show accountability - I am going to try your product just because of this!
As to my question, sometimes I invoice as a person and sometimes as an organisation - its all me just dependent on mu clients I need a different name.
I know you had this question before but I did not see it on your roadmap. Is it now live?
Can we create and save multiple reusable invoice templates for different services, brands or companies? And does the financial overview reflect the different entities? I do not expect this to be an accountancy programme but would love if it just added up what had been paid and what was outstanding - does it do this?
Thank you
John__HoneyBill
Sep 3, 2026A: Hey 😊
Really glad the roadmap landed well!
HoneyBill works on a 1 workspace = 1 brand/entity model so invoicing as yourself and as your organisation would mean two separate workspaces, each with its own name, branding, and identity.
Within Settings you are able to update Branding which allows you to set default colours and styling across your invoice templates but the logo and financial information are on a workspace level.
let me know if any other questions come up, you can always find me on live chat too!